Investment Advisor

  • 36277
  • Life - Investments
  • |
  • Switzerland
  • |
  • Nov 21, 2019
  • |
  • German, Spanish, Portuguese
Bank or Investment Advisor
  • Main responsibility is to provide investment advice and solutions to UHNW and HNW clients based in region.
  • Monitoring and analysing portfolios and providing high quality tailor-made investment advice to sophisticated and active private clients, based on their requirements and the company investment strategy.
  • Active role as investment professional. Providing first class advice, asset allocation across all asset classes including direct equities, fixed income, hedge funds and structured products.
  • Following developments in the financial markets to maintain an understanding of investment products as well as current and anticipated trends and how they affect the client portfolios.
  • Unbiased and holistic business enabler for client solutions including cross-selling activities.
  • Representative function and ambassador of Company and Advisory Solutions value proposition.
  • Participation in client meetings.
  • In-depth knowledge and at least 10 years of professional experience in banking and financial markets.
  • Excellent written and oral skills in both - English and Spanish; additional language skills in Portuguese and German are an advantage.
  • Pronounced knowledge in all asset classes in a portfolio context with specific in-depth experience in fixed income investments across all credit segments.
  • Further education in financial markets.
  • Client and service oriented personality with excellent selling and presentation skills - attentive listener, ability to communicate complex subjects at different levels; efficient and independent working methods, self-assertion and high motivation.
  • Excellent interpersonal skills, trustworthy team player, high level of drive and energy, making contribution with conviction and confidence.
  • Profound knowledge of MS Office and Bloomberg.